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Your financial plan is only as good as the different components it is made up of, similar to the way a nonprofit is only as good as the organizational structure.
In this episode, Peter Raskin is joined by Charles Gagnon, CEO of Volunteers of America Massachusetts. Charles leads the strategic vision and mission to build and benefit the community from the ground up, which he says is similar to building a holistic financial plan. Discover the importance of starting from the bottom to complete the plan you envision, for you and those you love.
Charles discusses:
- The importance of conscientious budgeting for nonprofits
- The importance of being smart and strategic when investing
- The role of risk management in your financial planning
- How each role plays an integral part in your financial plan
- And more!
Related: The Five Biggest Financial Planning Mistakes Made During the Pandemic